Principal Financial shares owned by Olistico Wealth
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Olistico Wealth
from 13F filings
Historical chart of Olistico Wealth investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Olistico Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Olistico Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $95k | 1.1k | 85.91 |
| 2024-06-30 | $86k | 1.1k | 78.44 |
| 2023-06-30 | $291k | 3.8k | 75.84 |
| 2023-03-31 | $283k | 3.8k | 74.32 |
| 2022-12-31 | $317k | 3.8k | 83.91 |